AVA FAMILY OFFICE

WHO WE ARE

Based in Lugano, we are a modern and innovative Family Office that offers services to optimize the financial and non-financial situation in the family and business environment. In particular, we provide global assistance for the protection, enhancement and growth of assets, we offer international relocation services, tax optimization and legal assistance. We also take care of all the aspects that govern the harmony of the family, the enhancement of its cultural heritage and succession planning. In addition to internal skills, we employ a vast network of selected collaborations among the best market players for each sector in which we operate. We believe that every problem, as well as every opportunity, requires a tailored solution that we seek together with the customer within our network. In a complex and constantly evolving world, AVA Family Office, together with its selected network of partners, aims to be a stable and complete reference point for the customer
 
parallax background
OUR NAME

ALPHA VISION ADVISORY

The name Alpha Vision Advisory, abbreviated as AVA, is an expression of what we believe in and propose:

• Alpha: is the term used in the financial sector to describe the efficiency of a strategy and to measure its ability to beat a benchmark. In our case the benchmark is customer satisfaction
• Vision: every day passion and rationality guide us in the processes of organization and development of services. In addition to these two elements we are always looking for an innovative vision, we study new solutions and we aim to widen our gaze as much as possible on the reality in which we live. In a world in constant evolution it is essential to have a clear vision of the current situation in order to imagine what future developments may be in an attempt not to be caught unprepared but, indeed, to anticipate changes.
• Advisory: our core business is to offer solutions, ideas and suggestions with the aspiration to become a reference point for the customer. We believe that every problem requires a tailor-made solution and every opportunity needs planning. We look for both things together with the customer within our selected network of partners, services and institutions
 
SERVICES

FINANCIAL ADVISORY

We work in synergy with the main Swiss banks and select the best managers with the aim of organizing the financial and asset management of customers in the most efficient way

 

Balance sheet analysis and consolidation

After a customer analysis process, we define the investment strategies most suitable for your specific needs and prepare an ad hoc proposal that in some cases may also include the presence of several different managers and banking institutions at the same time. The objective is to make use of the best skills present in each specific area of ​​asset management and to create competition (and therefore better pricing) among financial institutions. We also take advantage of our direct relationships with all banking and financial companies involved in asset management for the benefit of the customer to enable them to have privileged solutions in terms of quality and cost of services

Selection of financial counterparty

Together with the client, we select the financial counterparts best suited to its objectives and investment needs. We organize a direct synergy between the custodian banks and the management companies, monitoring the work of both and guaranteeing the client complete supervision of the entire asset management process

Cost optimization

Thanks to the strong bargaining power that Alpha Vision Advisory has with financial intermediaries, the customer can sometimes benefit from a significant reduction in operating costs. We also offer the contracting service for the definition or redefinition of custody, administration and management costs applied by financial operators also to customers who do not yet use our services

Control and risk management

The process of coordinating the investment activity is continuous and careful. This allows us to keep under control the evolution of the balance sheet in terms of risks and opportunities. The customer is always informed of the overall situation in real time and has a complete and detailed report available; nothing is left to chance
 
SERVICES

GENERATIONAL TRANSITIONS

AVA Family Office supports you in the organization and management of the generational transition phases with the aim of protecting the transfers of assets and family businesses

 

Tax and legal aspects

We support the client in the search for the most suitable tools for the succession management of the movable and real estate assets (holding structuring operations, trust constitutions, family pacts, policies, trust services, etc.)

Financial planning and wealth management

We provide family members with knowledge and guidelines for the correct definition of succession strategies and long-term financial objectives. To the financial managers of family businesses we offer opportunities for in-depth study and advanced training on asset management issues
 

Education, training and support for access to the business world

We take care of the cultural and training aspects of the new generations by offering advice to the youngest who take their first steps in the business sector, stimulating their business interests and supporting their ideas and initiatives thanks to the support of our extensive network of contacts
 
SERVICES

INTERNATIONAL RELOCATION

Together with you we analyze your fiscal and financial situation and we develop a plan tailored to your specific needs to optimize your tax regimes and more generally to improve your quality of life

 
In the relocation planning process we consider the following aspects:

  • Evaluation of the most favorable taxation regimes
  • Specific needs of the client in terms of family composition (for example the presence of children who need to attend certain schools or institutes)
  • Richieste specifiche del cliente in termini di location e ambiente (clima, sicurezza, lifestyle, accessibilità ai servizi, disponibilità di abitazioni particolari ecc)
  • Specific customer requests in terms of location and environment (climate, safety, lifestyle, accessibility to services, availability of particular homes, etc.)
If it is your wish, thanks to our partners and our network, we have the ability to support you in every phase and every aspect of the relocation process: from the request of all residence permits and documents, to the search for a specific home or to access at exclusive schools for your children, we can facilitate and speed up all relocation processes without leaving anything to chance
 
SERVICES

TAX & LEGAL

We coordinate, advise and supervise the collaboration of our customers with the best tax advisors and jurists who work in the Swiss square both locally and internationally. If requested we also provide assistance in coordination with your reference consultants

 
 

On behalf of our clients we select tax consultants, accountants and lawyers in different jurisdictions with the aim of obtaining efficiency, convenience and rationalization. In this way our customers are served through a single point of reference and can easily deal with complex and multidimensional situations

 
 
SERVICES

PHILANTHROPY

Philanthropy is a form of investment from which an economic return is not expected but an improvement in the world in which we live through a social impact

 
 

An aspect to which we give particular importance is that of philanthropy; we see it as a form of investment from which we do not expect an economic return but we expect an improvement in the world in which we live for the benefit of all and in the interest of future generations. This is why we believe that, as with any other investment, even in the philanthropic field, careful and detailed planning strategies are needed. Together with the client we search and select referents and associations to support and sponsor, with the aim also in this case to combine passion, rationality and vision for the future

 
 
SERVICES

REAL ESTATE

Whether you're looking for a property for investment or a relocation AVA Family Office can accompany you in the selection process both in Switzerland and on an international scale

 
 

In addition to assisting you in looking for the property of your dreams, we can intermediate access to exclusive conditions of credit lines, capital advances or equity releases. We also provide cost-benefit analysis to evaluate which is the most suitable solution between leasing and purchase

 
 
SERVIZI

LUXURY CONCIERGE

In addition to taking care of your interests we offer you the opportunity to make the most of your free time with unique and exclusive experiences designed specifically for you

 
 

Whether it's an exclusive boat holiday, an important event in your life or the organization of your company's Christmas party, we take care of everything. Thanks to the collaboration with the best players we can organize any event, from weddings to birthday parties, we can give you access to the most coveted resorts on the planet, to the most renowned restaurants or to the most exclusive clubs. Together with our partners we can take care of every aspect of your free time by offering you complete, reserved and pleasant services